Semiconductor News & Analysis Feed
5151 articles
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Year-to-Date Surge: Social media conversations emphasize Western Digital's standout 240% gain in 2026, ranking it among leading technology names driven by robust memory and storage demand tied to artificial intelligence applications.
Sharp Market Reaction: Recent posts focus on the stock's more than 13% drop amid broader semiconductor sector pressure, with observers noting profit-taking following
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia (
NVDA
+0.38%
) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholders has been enormous. But lately a new worry has surfaced: What if AI spending is near its peak? That question has pushed the stock down about 18% from its mid-May high as of this writing, even as Nvidia's business keeps accelerating.
Given this backdrop, it's a good
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
On Semiconductor (ON) Stock After 25% Weekly Drop Is The Valuation Now Attractive
Bailey Pemberton
June 27, 2026 6 min read
ON
+3.80%
Trade ON on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
If you are trying to work out whether ON Semiconduct
2026-06-28
www.barchart.com
2026-06-28
Barchart.com
AI Infrastructure by FOTOGRIN via Shutterstock
If you have been watching the artificial intelligence trade closely, you already know that memory chips have become one of the most critical bottlenecks in the entire AI supply chain. And no company sits closer to the center of that bottleneck than SK Hynix.
Now, the South Korean chip giant is making a move that could change everything for U.S.-base
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Dear Future SK Hynix Stock Investors, Mark Your Calendars for July 10
Aditya Raghunath
June 27, 2026 4 min read
000660.KS
-3.38%
If you have been watching the artificial intelligence trade closely, you already know that memory chips have become one of the most critical bottlenecks in the entire AI supply chain. And no company sits closer to the center of that bottleneck than SK Hynix.
Now, the S
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Bank of America Just Gave Applied Materials Stock a New Street-High Price Target
Aanchal Sugandh
June 27, 2026 5 min read
BAC
+1.99%
AMAT
-1.70%
Explore stocks on Coinbase
Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) has found itself in Wall Street's sweet spot after Bank of America Corporation turned even more bullish on the semi
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Technology (MU): 10 Best Future Stocks to Buy and Hold for 10 Years
Maham Fatima
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the best future stocks to buy and hold for 10 years. On June 25, Micron reported record financial results for its FQ3 2026, reaching $41.46 billion in revenue and $28.24 billion in GAAP net i
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Is NVIDIA Corporation (NVDA) One of the Best Brain-Computer Interface Stocks to Buy?
Fatima Gulzar
June 27, 2026 2 min read
NVDA
+0.37%
KLSH.PVT
SMH
+2.03%
MU
+0.94%
SNDK
-0.03%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is among the Best Brain-Computer Interface Stocks.
On June 22, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) shares have underperforme
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
There’s Another New Reason to Get Bullish on Nvidia Stock
Ian Cooper
June 27, 2026 3 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA), the game-changing backbone of the artificial intelligence boom, is now betting that the next major wave of AI will exist in the Physical AI world by walking, moving, lifting boxes, operating machinery, and working with humans.
www.ba
2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
Bank of America resets Micron stock price target after earnings
Vuk Zdinjak
27 June 2026 4 min read
BAC
+1.99%
MU
+0.94%
^GSPC
+0.72%
INTC
+1.54%
Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24.
The stock is up 313.14% year-to-date, at the time of writi
2026-06-27
www.insidermonkey.com
2026-06-27
Insider Monkey
HEDGE FUNDS
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NEWS
10 Best Semiconductor Stocks to Buy According to Billionaires
Published on June 27, 2026 at 9:21 am by FATIMA GULZAR in Hedge Funds, News
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In this article, we will discuss: 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 24, Cantor Fitzgerald semiconductor analyst CJ Muse remarked on CNBC’s Squawk on the Street that limited memor
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Faces Narratives Test As Net Margin Hits 55.9% In Q3
June 27, 2026
Simply Wall St
Micron Technology (MU) has reported very large numbers in its latest Q3 2026 report, with revenue at about US$41.5 billion, basic EPS of US$25.04, and net income of roughly US$28.2 billion. Trailing 12‑month figures show revenue of about US$90.3 b
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The chip industry is splitting between traditional giants and niche disruptors. Choosing between Intel (
INTC
5.61%
) and Navitas Semiconductor (
NVTS
12.52%
) depends on whether you prefer turnaround potential or specialty growth.
Intel is a legacy titan reinventing itself as a foundry, while Navitas focuses on next-generation power materials like gallium nitride. Investors compare them to decid
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Nvidia Owns This Under-the-Radar $20 Stock Poised to Disrupt a $1.8 Trillion Market
James Brumley, The Motley Fool
Sat, June 27, 2026 at 4:43 AM PDT 5 min read
NVDA
-1.39%
Trade NVIDIA on Coinbase
Trading disclosure
You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, th
2026-06-27
www.thestreet.com
2026-06-27
thestreet.com
__fail__
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, though. Any organization that picks stocks can be "smart" for any number of reasons, including its sheer expertise on a particular topic or industry.
Enter Nvidia (
NVDA
1.39%
). It's clearly a leading expert on artifi
2026-06-27
www.twelfthmagpie.com
2026-06-27
twelfthmagpie.com
Home » Investing Articles » What Micron’s blowout results tell investors about the stock market
WHAT MICRON’S BLOWOUT RESULTS TELL INVESTORS ABOUT THE STOCK MARKET
The stock market seems to have breathed a sigh of relief after Micron’s results this week. But investors aren’t out of the woods yet.
Posted by
Stephen Wright
❯
Published 27 June, 8:16 am BST
MU
Image source: Getty Images
You’re rea
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The beating heart of the artificial intelligence (AI) boom is, without a doubt, Nvidia (
NVDA
1.39%
). The chipmaker's graphics processing units (GPUs) -- the specialized chips that do the heavy math behind AI -- power the data centers that train and run ChatGPT, Claude, and the vast majority of AI models.
It's no surprise, then, that Nvidia has managed a multiyear win streak nearly unmatched in
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
__fail__
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Software/NasdaqGS:MSFT
NVIDIA Stock Leads 3 High ROE Picks Backed By Strong Balance Sheets
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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